Business Development Representative - Financial Services

Advyzon • Chicago, IL

125d • $52,500

About The Position

Advyzon was recently named to the "Best Places to Work in Fintech" list. Advyzon was founded in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms. Based in Chicago, Illinois, we are a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. With a continuous focus on product innovation and providing superior service to the firms we partner with; we strive to be the best value in advisor technology. We’re seeking salespeople to join our growing team! The ideal candidate will be a self-starter with a ‘can do’ attitude. They must be organized, have a client-first mentality, professional, personable, proactive and independent, yet also a team player. General knowledge of the financial services industry is required. Specific knowledge of registered investment advisors and their technology tools is a big plus.

Requirements

• 1+ years relevant work experience
• Bachelor’s degree strongly preferred
• General knowledge and/or experience in financial services
• Excellent verbal and written communication abilities
• Ability to deliver professional presentations
• Strong organizational skills
• Team player
• Ability to work independently

Nice To Haves

• Specific knowledge of registered investment advisors and their technology tools

Responsibilities

• Generate appointments by means of proactive outbound prospecting
• Consult with financial advisory firms with the purpose of learning about their current technology
• Determine if Advyzon is a potential solution for their firm with questions about operations, process, current solutions, etc. while understanding and uncovering pain points
• Assist Sales & Marketing teams with campaign design and implementation
• Help prospects with Advyzon trial subscriptions
• Perform various sales related administrative tasks

Benefits

• Healthcare coverage starting at $0 out of pocket for individuals
• HSA with annual company contribution ($200/individual, $350/family)
• Vision and Dental offered
• Deep discounts on supplemental plans (LTD, Critical illness, Hospital stay and Accident)
• $50K life and AD&D coverage at no charge
• 401K with 100% match for first 3% and 50% match for the next 2% contributed (up to a 5% match)
• Unlimited PTO policy

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 51-100 employees